Anic Equity¶
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Total return since start: 0.608 %¶
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Equity now: -----------------------------> 49103.28 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45041.74 Kr¶
PnL: ---------------------------------------> -14.26 Kr¶
DD now: ---------------------------------> -7.562 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 15:35:56.960803'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.120000 | 1665.720000 | 196.720000 | 13.390000 | 1468.999998 |
| Orrön Energy | 180 | -2.130000 | 2155.500000 | 112.500000 | 5.510000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.350000 | 991.500000 | 56.500000 | 6.040000 | 935.000000 |
| Sagax B | 4 | 0.450000 | 901.200000 | 47.200000 | 5.530000 | 854.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -1.140000 | 829.200000 | 37.200000 | 4.700000 | 792.000000 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | -0.050000 | 1001.280000 | 34.280000 | 3.540000 | 966.999996 |
| Platzer Fastigheter Holding B | 12 | -3.180000 | 987.600000 | 26.600000 | 2.770000 | 960.999996 |
| JM | 6 | -1.400000 | 889.800000 | 25.800000 | 2.990000 | 864.000000 |
| OX2 | 13 | 1.500000 | 969.150000 | 19.150000 | 2.020000 | 949.999999 |
| Biotage | 7 | -0.440000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| Bilia A | 8 | -0.790000 | 908.800000 | 8.800000 | 0.980000 | 900.000000 |
| HEXPOL B | 9 | 0.090000 | 1028.700000 | 7.700000 | 0.750000 | 1020.999996 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| VEF | 909 | -2.950000 | 1852.540000 | 2.540000 | 0.140000 | 1850.000436 |
| BioGaia B | 8 | -2.020000 | 931.200000 | 1.200000 | 0.130000 | 930.000000 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Byggmax Group | 33 | -2.580000 | 948.420000 | -7.580000 | -0.790000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.540000 | 767.700000 | -11.300000 | -1.450000 | 779.000001 |
| Clas Ohlson B | 12 | -2.320000 | 961.200000 | -11.800000 | -1.210000 | 972.999996 |
| EQT | 4 | -2.010000 | 819.600000 | -12.400000 | -1.490000 | 832.000000 |
| Sedana Medical | 93 | -5.870000 | 2505.420000 | -15.580000 | -0.620000 | 2521.000011 |
| Alimak Group | 11 | -0.840000 | 910.800000 | -17.200000 | -1.850000 | 927.999996 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Addnode Group B | 11 | -0.240000 | 899.800000 | -21.200000 | -2.300000 | 921.000003 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| SKF B | 5 | -1.060000 | 908.500000 | -31.500000 | -3.350000 | 940.000000 |
| Indutrade | 5 | -0.920000 | 1179.000000 | -39.000000 | -3.200000 | 1218.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Latour B | 4 | -0.440000 | 812.400000 | -44.600000 | -5.200000 | 857.000000 |
| Bufab | 3 | -0.630000 | 1044.000000 | -65.000000 | -5.860000 | 1109.000001 |
| Vitec Software Group B | 2 | -3.590000 | 1021.000000 | -66.000000 | -6.070000 | 1087.000000 |
| BHG Group | 97 | -1.970000 | 1354.120000 | -104.880000 | -7.190000 | 1458.999989 |
| Hexagon B | 26 | -2.950000 | 3331.900000 | -129.100000 | -3.730000 | 3461.000010 |
| TOTAL | 45064.200000 | 8.200000 | -7.51992% | 45056.000411 |
Updated:¶
'2023-07-05 15:35:13.886331'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
